See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $43,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,620 | $125,758-2.5% | $169,993-27.9% | $75,163+63.1% |
| Participation rate | 78.9% | 83.6%-4.7pp | 87.0%-8.1pp | 67.2%+11.7pp |
| Annual return | 12.43% | 27.20%-14.8pp | 53.37%-40.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,565 | $6,837-47.9% | $10,408-65.7% | $4,125-13.6% |
| Admin fee / account holder | $445 | $8,173-94.6% | $12,815-96.5% | $5,651-92.1% |